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Welcome to the Proposal Tool Wiki — your guide to using the Proposal Tool, where energy consultants build, price, and send customer solar, battery, and HVAC proposals. Articles are grouped by area below: Getting Started, Customers, and Proposal Builder.
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Finding what you need — browse by area below, or use Notion's search (top-right) to jump straight to a topic.
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Proposal Tool > Getting Started > Signing In & Navigation
Proposal Tool > Customers > Finding & Creating Customers
Proposal Tool > Proposal Builder > Overview
Proposal Tool > Proposal Builder > Inputs
Proposal Tool > Proposal Builder > PV System
Proposal Tool > Proposal Builder > Consumption
Proposal Tool > Proposal Builder > Documents
Proposal Tool > Proposal Builder > Proposal
Proposal Tool > Proposal Builder > Contract
Proposal Tool > Proposal Builder > Change Orders
Proposal Tool > Proposal Builder > Lightreach
Proposal Tool > Proposal Builder > Equipment Compatibility (Panels, Inverters & Batteries)
Proposal Tool > Proposal Builder > Tier 2 COI Invoice (Florida)